Screener
WTMF vs CDX
WisdomTree Managed Futures Strategy Fund vs Simplify High Yield ETF
Key differences
WTMF is an alternative ETF, while CDX is a fixed income ETF. WTMF charges 0.66% a year and CDX 0.25%.
- WTMF is an alternative fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- WTMF follows a managed futures strategy; CDX uses multi strategy.
- CDX costs 0.41% less per year.
- Over the last three years, WTMF has delivered higher annualized returns.
- WTMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTMF | CDX | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.25% |
| Fund size (AUM) | $235M | $407M |
| Since | 2011 | 2022 |
| Dividend yield | 2.80% | 8.31% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | managed futures | multi strategy |
| CAGR 1Y | +20.2% | -0.4% |
| CAGR 3Y | +9.7% | +7.9% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.69 | 0.43 |
| Volatility 1Y | 8.93% | 5.80% |
| Max drawdown | -15.62% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.